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Quote · quote

Quote / Proposal

The pipeline counterpart to the Sales Order. Issued to a prospect during the deal cycle, carries a Valid Until date, full scope description block, line-by-line pricing with discount, sub-totals + tax + grand total, optional follow-up activities, payment terms, and a customer-acceptance signature block at the foot.

How to use these tokens
  1. 1
    Copy a token
    Click any {{token}} on this page — it copies the literal token string to your clipboard, ready to paste.
  2. 2
    Paste into your Word template
    Open your existing branded Word document and paste each token where you want that field to appear. Keep your fonts, layout, letterhead, and prose — Templ8r only touches the {{tokens}} themselves.
  3. 3
    Attach when you book a demo
    Drop the tokenised .docx into the form on /book-demo. We’ll bind it against your live D365 records before the call so you see your branded template populated with your real data.

Tokens in this template

Every {{token}} below maps to an out-of-the-box column on quote. On a fresh prospect tenant, these bind without modification. Click any token to copy it. Paste it into your Word template wherever you want that field to appear.

  • Quote number
  • Quote name / subject
  • Revision number
  • Effective from
  • Valid until
  • Customer name
  • Customer address
  • Account manager
  • Account manager email

Quote Lines · quote_details

The template includes a single-row table; Templ8r repeats the row for every related record at generation time.

  • Product
  • Quantity
  • Unit price
  • Discount
  • Line total

Totals breakdown

Sub-totals + tax + grand total rendered as a right-aligned table beneath the line items. Each row is an OOTB rolled-up column on quote.

  • Subtotal
  • Discount
  • Freight
  • Tax
  • Quoted total

Conditional sections

Sections wrapped in {{#if x}} ... {{/if}} guards. Each renders only when the guard column is populated; otherwise Templ8r drops the entire block at generation time.

  • {{#if revisionnumber}}Revision history

    Renders when revisionnumber is populated on the record.

What you need in your tenant

  • ↳Quote entity (quote) — OOTB in Dynamics 365 Sales
  • ↳Customer lookup populated as Account
  • ↳Quote lines via quote_details 1:N
  • ↳description column populated for the scope section (or remove the section)
  • ↳Owner is a system user (default for any quote)
Other starters
Sales Order
Sales Order Confirmation
Invoice
Invoice
Opportunity
Opportunity Summary
Account
Account Letter